Civic Intelligence

PTA Florida Congress Allen Park Elementry School PTA

EIN 23-7109274 • 501(c)3 • Fort Myers, FL

Profile

Promote and enhance the education all the children attending allen park elementary shcool.

3345 Canelo DriveFort Myers, FL 33901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-58%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-11%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$21,921

Down $21,427 (-49%) from 2023

Liabilities

Down

$0

Down $3,517 (-100%) from 2023

Net Assets

Down

$21,921

Down $17,910 (-45%) from 2023

Revenue

Down

$3,326

Down $13,670 (-80%) from 2023

Expenses

Up

$21,236

Up $12,864 (+154%) from 2023

Net Income

Down

-$17,910

Down $26,534 (-308%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2014: $40,451Liabilities 2014: $6,641Net Assets 2014: $33,8102014Assets 2016: $70,130Liabilities 2016: $5,224Net Assets 2016: $64,9062016Assets 2017: $35,813Liabilities 2017: $2,849Net Assets 2017: $32,9642017Assets 2018: $36,193Liabilities 2018: $3,812Net Assets 2018: $32,3812018Assets 2019: $27,262Liabilities 2019: $3,812Net Assets 2019: $23,4502019Assets 2020: $61,875Liabilities 2020: $3,681Net Assets 2020: $58,1942020Assets 2021: $39,301Liabilities 2021: $3,681Net Assets 2021: $35,6202021Assets 2022: $34,888Liabilities 2022: $3,681Net Assets 2022: $31,2072022Assets 2023: $43,348Liabilities 2023: $3,517Net Assets 2023: $39,8312023Assets 2024: $21,921Liabilities 2024: $0Net Assets 2024: $21,9212024

Highlighted filing

2024

Assets$21,921
Liabilities$0
Net Assets$21,921

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $31,433Expenses 2014: $37,649Net Income 2014: -$6,2162014Revenue 2016: $37,043Expenses 2016: $5,210Net Income 2016: $31,8332016Revenue 2017: $29,910Expenses 2017: $61,854Net Income 2017: -$31,9442017Revenue 2018: $43,456Expenses 2018: $44,039Net Income 2018: -$5832018Revenue 2019: $28,729Expenses 2019: $37,660Net Income 2019: -$8,9312019Revenue 2020: $37,278Expenses 2020: $2,534Net Income 2020: $34,7442020Revenue 2021: -$5,143Expenses 2021: $17,431Net Income 2021: -$22,5742021Revenue 2022: $7,613Expenses 2022: $12,026Net Income 2022: -$4,4132022Revenue 2023: $16,996Expenses 2023: $8,372Net Income 2023: $8,6242023Revenue 2024: $3,326Expenses 2024: $21,236Net Income 2024: -$17,9102024

Highlighted filing

2024

Revenue$3,326
Expenses$21,236
Net Income-$17,910

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,363
Mission and Program Overview

Mission

Promote and enhance the education of all the children attending allen park elementary school

Program Services

DescriptionGrantsExpenses
DUE TO COVID 19 SCHOOL CLOSURES, PROGRAMS HAVE BEEN DELAYED$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANA BENTOPresident-$0--
ALLEN ODELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$2,403$2,403$1,007$1,396
Total Events$2,403$2,403$1,007$1,396
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7109274
Phone
2399361459
Address
3345 CANELO DRIVE, FORT MYERS, FL 33901

Signing Officer

Name
Ana Bento
Title
President
Phone
2399361459
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forrester Hart Belisle & Whitaker Pl
Address
1429 COLONIAL BLVD SUITE 201, FORT MYERS, FL 33907
Preparer
Eric M Belisle CPA
Phone
2399391188
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 949. Returns and allowances: 0. Less cost of goods sold: 30. Gross profit: 919. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 30. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 30.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: staff appreciation. Grantee relationship: none. Property description: cash. Amount given: 2,199.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: teach grants. Grantee relationship: none. Property description: cash. Amount given: 7,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: playground grant. Grantee relationship: none. Property description: cash. Amount given: 10,509. Total included on form 990-ez, line 10: 19,708.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office supplies. Amount: 150. Description: insurance. Amount: 447. Description: dues & subscriptions. Amount: 183. Total to form 990-ez, line 16: 780.

Form 990-ez, Part II, Line 24 - Other Assets

Description: administrative funds. Beg. Of year amount: 0. End of year amount: 10,390.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: administrative funds. Beg. Of year amount: 3,517. End of year amount: 0.

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANA BENTO
IRS990EZ/BooksInCareOfDetail/PhoneNum02394101696
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03345 CANELO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0761
IRS990EZ/CostOfGoodsSoldAmt030
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17910
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0748
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021921
IRS990EZ/FundraisingGrossIncomeAmt02403
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019708
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0919
IRS990EZ/GrossReceiptsAmt04363
IRS990EZ/GrossSalesOfInventoryAmt0949
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0250
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039831
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039831
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021921
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANA BENTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLEN ODELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010390
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0780
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND ENHANCE THE EDUCATION OF ALL THE CHILDREN ATTENDING ALLEN PARK ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUE TO COVID 19 SCHOOL CLOSURES, PROGRAMS HAVE BEEN DELAYED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01007
IRS990EZ/SpecialEventsNetIncomeLossAmt01396
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03517
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021236
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03326
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALP.LEESCHOOLS.NET/PTA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05427
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt05427
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0396
IRS990ScheduleA/Total509Grp/TotalAmt05427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0396
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05427
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01007
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt02403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt02403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02403
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01396
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01007
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 949. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 30. GROSS PROFIT: 919. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 30. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: STAFF APPRECIATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: TEACH GRANTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: PLAYGROUND GRANT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 10,509. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 150. DESCRIPTION: INSURANCE. AMOUNT: 447. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 183. TOTAL TO FORM 990-EZ, LINE 16: 780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ADMINISTRATIVE FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ADMINISTRATIVE FUNDS. BEG. OF YEAR AMOUNT: 3,517. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANA BENTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361459
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLEN PARK ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109274
ReturnHeader/Filer/PhoneNum02399361459
ReturnHeader/Filer/USAddress/AddressLine1Txt03345 CANELO DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200819420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORRESTER HART BELISLE & WHITAKER PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01429 COLONIAL BLVD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02399391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M BELISLE CPA
ReturnHeader/ReturnTs02024-11-20T16:03:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.